Objective

Our Philadelphia area is seeking an exceptional Area Marketing Specialist to join our busy team to support our partner practices. 

The Area Marketing Specialist is responsible for creating, managing, and executing marketing plans for assigned practices. This role focuses on conducting face-to-face outreach to drive growth in practice volumes and revenue, adhering to Partner Practice Marketing Standard Operating Procedures 

Your Responsibilities 

• Execute in-person referral outreach in line with the marketing strategy 
• Categorize referring practices (A-D) based on referral numbers and submit analysis quarterly 
• Collaborate with the practice to develop annual marketing plans with monthly activities 
• Adhere to budget constraints to ensure growth 
• Monitor and manage marketing expenses, focusing on ROI 
• Ensure accurate and timely expense submissions to finance 
• Track and report monthly performance on key indicators, optimizing tactics for growth 
• Conduct monthly meetings with doctors 
• Attend monthly S1P Partner Practice Marketing meetings 
• Send weekly email updates to doctors and team members 
• Maintain regular touchpoints with the practice leader or RDO 
• Support the maintenance of market strategies, including earned, owned, and paid media 
• Assist in digital strategy development, social media management, and co-management of the practice’s website 

As one of the essential members of the team, you will also help to facilitate/coordinate other responsibilities as assigned. 

Your Background 

You are a resourceful area marketing specialist who loves building and developing relationships via multiple channels (in-person, digital, and print). You're excited by the prospect of a patient leaving your office in a healthier, stronger, and more comfortable / happier being, each and every day. You’re a kind, passionate and collaborative problem-solver who can proactively adjust to shifting priorities and values the chance to make an important impact. 

Requirements:

• In-person marketing and relationship management experience 
• Ability to travel locally and domestically 
• Ability to work independently and as part of a team in a dynamic environment 
• Strong project management, event planning, and client stakeholder management skills 
• Budget management and P&L experience 
• Advanced skills with CRM, Excel, PowerPoint, and other applications 
• Excellent communication, interpersonal, and supervisory skills 
• Experience in a corporate environment with complex business processes 
• Strategic thinking with strong tactical and organizational execution 
• Bachelor’s degree or equivalent combination of education and experience (Preferred) 
• 3 years of experience in referral-based marketing required (healthcare preferred) 

If this sounds like you, you will fit right in with the team! 

Benefits:

• BCBS Medical & Dental insurance Options 
• VSP Vision Coverage      
• Complimentary Life Insurance Policy (employee only)
• Short-term & Long-Term Disability   
• Pet Insurance Coverage  
• 401(k) plan w/match options
• HSA / FSA Account Access 
• Identity Theft Protection 
• Legal Services Package 
• Hospital/Accident/Critical Care Coverage 
• Paid Time Off   

 About Us:

Specialty1 Partners is a practice services organization committed to providing non-clinical, business support services to the nation's leading specialty dental practices. The company was founded in 2019 by four endodontists who wanted to provide unique and differentiated support to specialty dental practices. Originally focusing on support to endodontics practices (under the Endo1 brand), Specialty1 Partners quickly expanded its support to periodontics and oral surgery practices.

Since its founding, Specialty1 Partners has grown rapidly to become one of the largest private owners of specialty dental practices in the US. Headquartered in Houston, TX, Specialty1 Partners is led by its founders and a management team that is focused on ongoing growth and delivery of best-in-class services across its network of practices. Specialty1 Partners currently has over 225 locations across 28 states.

#priority

Protect yourself from recruitment fraud. The only way to apply for a position at Kepler is by submitting a direct application via the Keplergrp.com website or working with a recruiter employed by Kepler with a @keplergrp.com email address. Learn how to stay safe by clicking here

How you will help

HealthVerity is seeking a seasoned and strategic leader to guide our Technology Operations teams in delivering scalable, secure, and cost-effective technology services across the company. Reporting to the CTO, you will define and execute an operations strategy that empowers our engineers with a modern cloud platform, gives our employees the corporate IT tools and access they need to do their best work, and brings disciplined financial governance to how we invest in technology. You will be the owner for the reliability, productivity, and cost of HealthVerity’s technology operations, with command over key vendors such as AWS, Databricks, and other cloud, data, and IT services.

What you will do

• Lead Technology Operations Strategy: Set and execute a unified operations vision spanning cloud infrastructure and platform, corporate IT and end-user computing, and FinOps, aligned with organizational goals and financial efficiency. Translate strategy into measurable outcomes — reliability SLAs, IT service levels, and cost-efficiency targets — and report on them to executive leadership.
• Budget Ownership and FinOps: Command vendor budgets, including AWS, Databricks, and other cloud and IT vendors, ensuring resource allocations are cost-effective and aligned with usage and performance requirements. Stand up and lead a formal FinOps practice that brings rigor and transparency to technology spend, including unit economics, forecast accuracy, commitment-based discount strategy, tagging hygiene, and showback/chargeback. Establish processes to measure, monitor, and report progress on cost-saving initiatives.
• Empower Engineering Teams: Develop and implement platform services to improve developer productivity, such as Infrastructure as a Service, CI/CD pipelines, observability, and self-service tooling, enabling engineering teams to operate more autonomously and efficiently.
• Run Corporate IT and End-User Computing: Own the employee technology experience end-to-end: device fleet, identity and access management, SaaS administration, helpdesk, and onboarding/offboarding. Establish service-level commitments for IT support and mature ticketing, escalation, and self-service so employees get unblocked quickly. Partner with Security and Compliance to ensure corporate IT controls satisfy regulatory commitments without slowing employees down.
• Team Leadership and Development: Hire, mentor, and develop a high-performing, multi-discipline organization across cloud platform, corporate IT, and FinOps, fostering a culture of innovation, reliability, and proactive problem-solving. Conduct regular 1:1s, support career development, and champion team needs with executive leadership.
• Vendor and Technology Evaluation: Assess, select, and manage partnerships with key cloud, data platform, and IT vendors to ensure HealthVerity leverages cutting-edge tools and services at optimized costs. Continually evaluate and integrate emerging technologies and platforms to improve the operations landscape.
• Reliability and Scalability Enhancement: Oversee strategies to increase system reliability, resilience, and scalability, implementing best practices in cloud architecture, observability, and performance monitoring to reduce incidents and improve SLAs. Lead disaster-recovery and business-continuity planning, including regular testing and executive-level reporting on readiness.

Required skill & experience

• 5+ years of experience in technology operations leadership, including direct ownership of large-scale AWS environments and the budgets that fund them.
• 5+ years of experience leading and managing hybrid or distributed teams across more than one operational discipline (e.g., cloud platform plus IT, FinOps, or SRE).
• Demonstrated experience in vendor management and budget optimization, particularly with AWS, Databricks, and related cloud, data, and IT providers, with measurable cost-savings outcomes.
• Experience running or formally partnering with a corporate IT / end-user computing function, including identity, SaaS, device management, and helpdesk.
• Familiarity with compliance and security standards like FedRAMP, ensuring that solutions meet necessary regulatory requirements.
• Proven track record in incident management and executing disaster recovery and business-continuity planning.
• Excellent executive communication — able to translate operational reality into business outcomes for the CEO and COO.

Base salary for the role is commensurate with experience and can range between $225,000 - 275,000 + annual bonus opportunity.

About Octave

Octave is a modern mental health practice that offers both in-person and virtual therapy. We focus on making high-quality care more accessible and affordable by partnering with insurance providers. Our goal is to support clients and clinicians with a system built on equity, effectiveness, and sustainability.

About the Role

Octave is seeking to partner with existing group practices in Pennsylvania (Philadelphia area) that want to provide excellent mental health care, both in-person and virtually. As an Octave partner, your team will join a supportive community of clinicians focused on client-centered, evidence-based therapy. 

At Octave, we take care of all backend operations so your clinicians can focus on providing care. Our team manages credentialing, billing, marketing, technology support, and client referrals. This allows your clinicians to focus primarily on seeing the clients we connect them with and completing session documentation, removing the administrative burden from your group practice.

Your providers will support adult clients managing stress, anxiety, depression, and related concerns. We emphasize evidence based practices such as CBT and DBT with a strong commitment to culturally responsive care. 

What You’ll Do

• Provide therapy to adults dealing with stress, anxiety, depression, and other concerns.
• Use short-term, evidence-based approaches like CBT or DBT.
• Offer culturally responsive care.
• See clients virtually and/or in person (you must have your own office space to hold in-person sessions).

Qualifications for Group Practices

• Must have at least 3 or more fully licensed clinicians who would be joining Octave.
• Required to have your own office space and are willing to provide in-person services (located within the markets we're currently hiring for).
• All clinicians must be fully licensed (no associate or intern level providers).
• Licensed in Pennsylvania (LMFT, LPC, LCSW, PsyD)
• Must be licensed and in good standing with your governing licensing board.
• At least 1 year of post-license experience (2+ preferred).
• Training in therapies such as CBT, DBT, trauma-focused treatments, or similar.
• Certain payor relationships may exclude you from employment.
• Master’s Degree or higher from an accredited school of Social Work, Psychology, Counseling or Marriage, or Family and Child Counseling.

Octave's Company Values: 

The below values drive our day-to-day operations.

• We’re human beings first. We operate with empathy and kindness – with our clients, with our collaborators, and with ourselves.
• People deserve better than status quo. We’re willing to tackle the intractable problems, no matter how big, because someone should. We ask big questions, we craft big solutions, and we challenge ourselves and others to make it happen.
• No bystanders. No stars. No tourists. Each person has been selected to be here, and with that comes a responsibility to bring your expertise, share your ideas, and help make this company better.
• Partnership paves the path ahead. We don’t operate in a silo, internally or externally. To transform the system, we believe in working with others to create something bigger, better, and stronger.
• Quality is crucial at scale. Quality is core to our business, and we refuse to sacrifice it as we grow.
• Progress is a process. In the pursuit of progress, we iterate, reflect, learn, adjust – and always leave things better than we found them.
• There are people behind every data point. We recognize that numbers tell only one part of the story, and we also do the work to understand impacts at the individual level.

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to frequently communicate with others through virtual meeting applications such as Zoom and Google Meet. 
• Must be able to observe and communicate information on a laptop. 
• Move up to 10 pounds on occasion. 
• Must be eligible to work in the United States without sponsorship now or in the future.
• Octave’s policy requires that all clinical sessions be conducted while you are physically located in the United States.

System Requirements

Octave IT supports these minimum system requirements for the most optimized experience using Octave telehealth tools:

• Computers that are Mac OS (Ventura or later) and Windows OS (10/11)
• Computers kept up with the most recent security updates
• An unmanaged device (a device not provided to you by another company/organization)

Additionally, Octave IT does not support using iOS, Android, or ChromeOS as your primary device.

Compensation

Starting pay for qualified applicants will depend on a combination of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is set forth below and this range may be modified in the future.

The hourly compensation range for this role is listed below dependent on licensure:

In-Person Rates:
$58-$133/hour for master's level license.
$78-$143/hour for doctoral-level license.

Virtual Rates:
$55-$130/hour for master's level license.
$75-$140/hour for doctoral-level license.

How We Use Technology in Hiring:

As part of our hiring process, we may use technology tools, including AI-supported systems, to assist with reviewing applications or documenting interviews. These tools are designed to support our team, not replace human judgment, and final hiring decisions are always made by our team.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About the Company:

About the Role:

Octave is hiring Licensed Clinicians to work within an organizational structure to provide high quality behavioral health care to our clients. Octave Clinicians will join a diverse clinical team in providing therapy in a collaborative, client-centered, evolving environment. Octave Clinicians demonstrate strong clinical service thinking, informed by evidence-informed therapies. It is our effort to drive quality access and customize mental health treatment plans and service delivery for our clients. You will treat adult clients with stress, depression, anxiety, or other mental health concerns via video, using short-term, evidence-based therapies. Candidates must be licensed in Pennsylvania at the masters or doctoral level, well-versed in evidence-based therapies, like CBT or DBT, and expert in the delivery of culturally responsive care.

We are seeking out Licensed Clinicians who are willing to work both in-person and remotely. In-Person services will be fully launched by the end of 2024, but an office space is required to start. As a Clinician with Octave, you will be able to build out a caseload that gives your clients the option to see you virtually or in-person. It is required that you already have a commercial clinical space that you can operate from to see clients in person through Octave. At this time, we are not providing an office space within the state of Pennsylvania. You can see clients in person from your home office or commercial office setting.

You are a good fit if you are:

• Passionate about expanding access to high-quality mental health care.
• Skilled at providing short-term, evidence-based therapies to a diverse range of adult clients.
• Adept at building and maintaining a strong therapeutic alliance.
• Willing to deliver feedback-informed care using standardized measures.
• Expert at providing culturally responsive and culturally competent care.
• Open to learning from your colleagues and clients.
• Someone who thrives in a culture of thoughtful feedback and transparency.

Qualifications:

• LMFT, LPC, LCSW, PsyD
• Current License in Pennsylvania.
• Master’s Degree or higher from an accredited school of Social Work, Psychology, Counseling or Marriage, or Family and Child Counseling.
• Must be licensed and in good standing with your governing licensing board.
• Preferred 1 year of related post-license clinical experience required. 
• At least 2 years of experience preferred in one or more of the following areas:
  • CBT for depression or anxiety
  • DBT for emotion dysregulation
  • Unified Protocol for emotional distress
  • CPT or PE for trauma
• Must have your own office space and are willing to provide in-person services in the Greater Philadelphia area.

Octave's Company Values: 

The below values drive our day-to-day operations.

• We’re human beings first. We operate with empathy and kindness – with our clients, with our collaborators, and with ourselves.
• People deserve better than status quo. We’re willing to tackle the intractable problems, no matter how big, because someone should. We ask big questions, we craft big solutions, and we challenge ourselves and others to make it happen.
• No bystanders. No stars. No tourists. Each person has been selected to be here, and with that comes a responsibility to bring your expertise, share your ideas, and help make this company better.
• Partnership paves the path ahead. We don’t operate in a silo, internally or externally. To transform the system, we believe in working with others to create something bigger, better, and stronger.
• Quality is crucial at scale. Quality is core to our business, and we refuse to sacrifice it as we grow.
• Progress is a process. In the pursuit of progress, we iterate, reflect, learn, adjust – and always leave things better than we found them.
• There are people behind every data point. We recognize that numbers tell only one part of the story, and we also do the work to understand impacts at the individual level.

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to frequently communicate with others through virtual meeting applications such as Zoom and Google Meet. 
• Must be able to observe and communicate information on laptop. 
• Move up to 10 pounds on occasion. 
• Must be eligible to work in the United States without sponsorship now or in the future.
• Octave’s policy requires that all clinical sessions be conducted while you are physically located in the United States.

System Requirements: 

• Computers that are Mac OS (Ventura or later) and Windows OS (10/11)
• Computers kept up with the most recent security updates
• An unmanaged device (a device not provided to you by another company/organization)

Compensation: 

Starting pay for qualified applicants will depend on a combination of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is set forth below and this range may be modified in the future.

The hourly compensation range for this role is listed below dependent on licensure:

In-Person Rates: 
$58-$133/hour for master's level license.
$78-$143/hour for doctoral level license.

Virtual Rates: 
$55-$130/hour for master's level license.
$75-$140/hour for doctoral level license.

How We Use Technology in Hiring:

As part of our hiring process, we may use technology tools, including AI-supported systems, to assist with reviewing applications or documenting interviews. These tools are designed to support our team, not replace human judgment, and final hiring decisions are always made by our team.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Our office, Endodontics Limited - Philadelphia in Philadelphia is seeking a Practice Manager to join our busy specialty practice. 

We are looking for a talented and skilled Practice Manager to help us accomplish our mission to improve the lives of our patients by providing a world-class specialty experience for every patient. Here is what you need to know about the role, our team and why we could be the right next step in your career. 

Your Responsibilities  

You will ensure excellent patient service and mainly implement the right processes and practices across the organization. You should be ready to mentor your team members, find ways to increase quality of the patient experience and implement best practices across all levels by including the following: 

• Ensure all operations are carried on in an appropriate, cost-effective way 
• Purchase materials, plan inventory and oversee warehouse efficiency 
• Help the organizations processes remain legally compliant 
• Examine financial data and use them to improve profitability 
• Manage budgets and forecasts 
• Perform quality controls and monitor production KPIs 
• Train and supervise staff 
• Find ways to increase the quality of the patient experience 
• Support three locations

As one of the essential members of our office, you will also help to facilitate/coordinate other office responsibilities as needed. 

Your Background 

You are a resourceful practice manager who loves leading a team and achieving financial targets. You're excited by the prospect of a patient leaving your office in a healthier, stronger, and more comfortable / happier being, each and every day. You’re a kind, passionate and collaborative problem-solver who can proactively adjust to shifting priorities and values the chance to make an important impact. 

You also have the following: 

• 3-5 years experience 
• Knowledgeable in insurance verification, claims, and resolution processes. 
• Understanding of management of patient & insurance AR. 
• Ability to maintain employee relations. 
• Excellent payroll management & oversight. 
• Understanding of P&L-Controlling expenses. 
• Knowledgeable in standard OSHA & HIPAA practices & policies. 
• Travel to 3 office locations required - Philadelphia, Hatboro, and Langhorne 

   

If this sounds like you, you will fit right in with the team! 

Why You Should Join Our Team  

A career with us is a chance to work with everyone involved in the future of Specialty dental care. Dental Assistants, Sterilization Technicians, Specialists, Office Managers, Patient Care Coordinators and many more all work together to improve the patient care experience and great clinical results.  

We strive to build and maintain an environment where employees from all backgrounds are valued, respected, and have the opportunity to succeed. You will also find a culture of continuous learning and a commitment to supporting our team members in all aspects of their lives—at home, at work and everywhere in between. 

Your Benefits & Perks 

• BCBS Medical & Dental insurance Options 
• VSP Vision Coverage      
• Complimentary Life Insurance Policy (employee only)
• Short-term & Long-Term Disability   
• Pet Insurance Coverage  
• 401(k) plan w/match options
• HSA / FSA Account Access 
• Identity Theft Protection 
• Legal Services Package 
• Hospital/Accident/Critical Care Coverage 
• Paid Time Off 

2137 Welsh Rd STE 3A Philadelphia, PA 19115

Oral & Maxillofacial Surgeon – New Philadelphia, Ohio

Join a thriving, high-performing Oral & Maxillofacial Surgery practice in New Philadelphia, Ohio. We are seeking a skilled, motivated Oral Surgeon to deliver exceptional patient care in a modern, well-supported clinical environment with a strong referral network and consistent surgical volume.

We welcome applicants from any U.S. region and Canada (U.S. licensure, or eligibility, required) who are open to relocating to Ohio.

Why This Opportunity Stands Out:

• Established Practice: Loyal referral base, strong community reputation, and steady surgical case flow.

• Modern Clinical Environment: Fully equipped operatories, advanced imaging, and efficient systems that support surgical excellence.

• Clinical Autonomy: Supportive leadership and experienced staff that respect surgical judgment and independence.

• Growth & Ownership Path: Structured opportunity for long-term partnership or ownership for the right candidate.

• Relocation Support: Assistance available for relocation and Ohio licensure guidance.

What New Philadelphia Has to Offer:

• Affordable Cost of Living: Enjoy a comfortable lifestyle with significantly lower housing and living costs compared to major metro areas.

• Small-Town Quality of Life: A close-knit, welcoming community with the convenience of nearby cities like Canton, Akron, and Cleveland.

• Outdoor Recreation: Easy access to Atwood Lake, Tuscora Park, and nearby trails for boating, hiking, and year-round activities.

• Family-Friendly Environment: Strong schools, safe neighborhoods, and a pace of life that allows for real work–life balance.

• Historic Downtown Charm: Local dining, shops, and community events that give the area character and warmth.

• Accessible Travel: Proximity to multiple regional airports for straightforward personal and professional travel.

Qualifications:

• DDS or DMD with completion of an accredited Oral & Maxillofacial Surgery residency

• Eligible for dental licensure in Ohio

• TN or H1B sponsorship may be available

Our office Endodontics Limited in Philadelphia, PA is seeking an Insurance Coordinator to join our busy specialty practice. 

As one of the essential members of our office, you will also help to facilitate/coordinate other office responsibilities as needed.  

 Your Background 

Are you a detail-oriented and organized individual with a passion for dental care and exceptional customer service? We are currently seeking a Dental Insurance Coordinator to join our team and play a crucial role in ensuring smooth insurance operations for our patients. As a vital part of our practice, you will be responsible for managing insurance claims, facilitating billing processes, and providing top-notch support to our patients regarding their insurance-related inquiries. You also have the following: 

• Previous experience in a similar role equating to 3-5 years of experience in similar work 
• High school diploma or equivalent. 
• Previous experience as a dental insurance coordinator or in a similar role is preferred. 
• Excellent communication and interpersonal skills. 
• Detail-oriented with the ability to maintain accurate records and documentation. 
• Proficiency in dental practice management software and Microsoft Office Suite. 
• Ability to multitask and manage time effectively in a fast-paced environment. 
• Problem-solving skills to navigate insurance claim discrepancies and denials. 
• High level of professionalism and a patient-centric attitude. 

If this sounds like you, you will fit right in with the team! 

Why You Should Join Our Team  

A career with us is a chance to work with everyone involved in the future of Specialty dental care. Dental Assistants, Sterilization Technicians, Specialists, Office Managers, Patient Care Coordinators and many more all work together to improve the patient care experience and great clinical results.  

We strive to build and maintain an environment where employees from all backgrounds are valued, respected, and have the opportunity to succeed. You will also find a culture of continuous learning and a commitment to supporting our team members in all aspects of their lives—at home, at work and everywhere in between.  

Your Benefits & Perks 

• BCBS Medical & Dental insurance Options 
• VSP Vision Coverage      
• Complimentary Life Insurance Policy (employee only)
• Short-term & Long-Term Disability   
• Pet Insurance Coverage  
• 401(k) plan w/match options
• HSA / FSA Account Access 
• Identity Theft Protection 
• Legal Services Package 
• Hospital/Accident/Critical Care Coverage 
• Paid Time Off 

2137 Welsh Rd STE 3A Philadelphia, PA 19115

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

We are looking to add a Business Development Officer to our growing team. The Business Development Officer will play a central role in the firm’s growth by supporting a team of advisors across several Waverly offices. This individual will own the front end of the business development pipeline, driving prospecting activity, nurturing strategic referral relationships, and helping guide prospective clients through the discovery and proposal process. This role is ideal for a highly motivated professional who combines relationship-building skills with a strong understanding of wealth advisory services, a proven track record of success, and a passion for helping others. 

Business Development Officer Responsibilities: 

Prospecting & Advisor Collaboration 

• Partner with advisors to identify and engage prospective clients through targeted outreach and strategic campaigns. 

• Qualify leads and match validated prospects with the appropriate Waverly advisor based on need, location, and specialty. 

• Assist advisors with proposal preparation, presentation materials, and support throughout the prospect-to-client journey. 

• Help implement systems to track and optimize advisor business development pipelines. 

Referral Relationship Management 

• Serve as the firm’s liaison with key localized referral sources including custodians, CPAs, estate attorneys, and other professional partners. 

• Maintain and strengthen existing referral relationships while developing new high-quality referral channels. 

• Track referral activity and support joint initiatives with external partners. 

Event Planning & Execution 

• Collaborate on the design and execution of business development events across Waverly markets in conjunction with the Marketing department, including: 

• Client-hosted referral events 

• Strategic networking events 

• Educational sessions for prospects and centers of influence 

• Manage event logistics, outreach, attendance tracking, and post-event follow-up. 

Sales Operations & Reporting 

• Maintain accurate records of pipeline activity and engagement in the firm’s CRM system. 

• Partner with Marketing and Advisor teams to ensure alignment on campaigns, materials, and messaging. 

• Report on business development KPIs and contribute to continual process improvement. 

• Support onboarding of new advisors by educating them on the firm’s growth resources. 

• Identify process improvements and technology enhancements to increase advisor efficiency and conversion rates. 

Required Qualifications and Skills:  

• Bachelor’s degree or higher in Business, Finance, Marketing or a related field.  

• 5+ years of experience in sales, business development, or relationship management within financial services, asset management, or private banking - preferably within an RIA. 

• Knowledge of financial advisory practices, including fee-based planning, client acquisition, and referral-based growth. 

• Proven ability to build trust, manage relationships, and influence decision-makers. 

• Strong communication, organizational, and interpersonal skills with the ability to work across multiple teams and locations. 

• Demonstrated track record of success in sourcing, development and closing new business. 

• Proficiency in CRM platforms (Salesforce, Redtail, etc.) and Microsoft Office suite. 

• Willingness to travel to support regional teams. 

Travel: 

• Frequent travel to Waverly locations  

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer 

• Must be able to lift 15 pounds at times 

• Must be able to access and navigate each department at the organization’s facilities 

Benefits:  

• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.

• 401(k) retirement plan with match and profit sharing to help you invest in your future.

• Twelve paid holidays each year.

• An extra vacation day during your birthday week—so you can celebrate you!

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.

• Compensation commensurate with experience.

Legal:  

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

Kepler is a people first organization. If this roles piques your interest but you may not check every box, we still encourage you to apply! Studies show that imposter syndrome can prevent women and people of color from applying unless they meet every single qualification. We welcome all who are interested to apply, you just might be a great candidate for this role or others. 

Protect yourself from recruitment fraud. The only way to apply for a position at Kepler is by submitting a direct application via the Keplergrp.com website or working with a recruiter employed by Kepler with a @keplergrp.com email address. Learn how to stay safe by clicking here

Kepler is a people first organization. If this roles piques your interest but you may not check every box, we still encourage you to apply! Studies show that imposter syndrome can prevent women and people of color from applying unless they meet every single qualification. We welcome all who are interested to apply, you just might be a great candidate for this role or others. 

Protect yourself from recruitment fraud. The only way to apply for a position at Kepler is by submitting a direct application via the Keplergrp.com website or working with a recruiter employed by Kepler with a @keplergrp.com email address. Learn how to stay safe by clicking here

Kepler is a people first organization. If this roles piques your interest but you may not check every box, we still encourage you to apply! Studies show that imposter syndrome can prevent women and people of color from applying unless they meet every single qualification. We welcome all who are interested to apply, you just might be a great candidate for this role or others. 

Protect yourself from recruitment fraud. The only way to apply for a position at Kepler is by submitting a direct application via the Keplergrp.com website or working with a recruiter employed by Kepler with a @keplergrp.com email address. Learn how to stay safe by clicking here

Centri is not a traditional accounting firm. We are a forward-thinking advisory and accounting consulting firm helping innovative companies navigate complexity and scale intelligently.

Marketing plays a critical role in that growth — and this position sits at the center of it.

We are looking for a Marketing Analyst who wants to do more than generate reports. This is a role for someone who enjoys measuring performance, identifying trends, strengthening data integrity, and helping leadership clearly understand what’s driving marketing impact.

If you’re energized by turning campaign data into insight — and insight into action — this role was built for you.

The Marketing Analyst supports the firm’s marketing and sales efforts through data-driven analysis, campaign reporting, market research, and performance insights. This role is responsible for measuring the effectiveness of marketing initiatives, identifying trends in client behavior, and delivering recommendations that help grow the firm’s visibility, pipeline, and client relationships. 

The ideal candidate brings strong analytical skills, experience with marketing performance metrics, hands-on management of HubSpot CRM, and familiarity with the professional services environment (accounting, advisory, legal, or consulting). 

Core Responsibilities

Marketing Campaign & Performance Analysis

• Track, analyze, and report on marketing campaign performance across digital marketing efforts, email campaigns, event attendance, and conference activity using HubSpot and Google Analytics.
• Develop dashboards and deliver regular KPI reporting to leadership on lead generation, engagement, conversion, and ROI.
• Monitor website traffic, SEO performance, and online behavior trends through HubSpot and Google Analytics.
• Evaluate the effectiveness of thought leadership, content performance, webinars, sponsorships, conferences, and firm events.

Strategic Growth & Marketing Support

• Partner with marketing and sales teams to support strategic initiatives and growth campaigns that drive revenue, new client acquisition, and brand awareness.
• Provide insights on target industries, client segments, and service-line opportunities.
• Translate marketing and client data into actionable insights for the Chief Marketing Officer and firm leadership.
• Support annual marketing planning through trend analysis and campaign performance learnings.
• Recommend improvements to targeting, messaging, channel strategy, and overall marketing efficiency based on insights derived from HubSpot and Google Analytics.

Market & Industry Research

• Conduct research on market trends, client needs, competitor activity, and industry benchmarks.
• Research and provide data to support emerging service opportunities within accounting and advisory markets.

Audience Segmentation & CRM Management (HubSpot)

• Drive client and prospect profiling through data analysis and create audience segmentation at the firm, industry, and service-line levels.
• Maintain accurate marketing contacts, tagging, audience creation, and pipeline tracking within HubSpot.
• Manage data integrity, list management, and marketing outreach reporting in HubSpot to ensure information remains accurate and up to date.

Attribution, Forecasting, & Collaboration

• Collaborate with industry and service practice leaders to provide marketing attribution and forecasting for digital marketing, social media, event participation, and conferences.
• Support Firm initiatives and development opportunities.
• Beginning to build in person connections with the team and peers in the Firm.
• Work to build relationships and promote collaboration in a hybrid environment.

Agency Partnership Support

• Serve as a key contact with Tower Marketing (Digital Marketing Agency) to support digital marketing campaigns, including SEO, GEO, and paid efforts.

 Required Skills/Abilities:

• Thinks like a strategist but operates like an analyst
• Enjoys building structure in a growing, evolving environment
• Energized by influencing decisions at the leadership level
• Works comfortably where relationships and reputation matter
• Strong knowledge of marketing principles, campaigns, and design concepts.
• Demonstrable ability to multi-task and adhere to deadlines.
• Attention to detail and well organized to analyze plans and campaigns.
• Good knowledge of market research techniques and databases
• Excellent knowledge of MS Office (particularly Word, Powerpoint and Excel), marketing computer software and online applications (CRM tools, Online analytics, Google Adwords etc.)
• Excellent communication and people skills.

 Education and Experience

• 3–5 years of experience in marketing analytics or business intelligence.
• Experience in professional services (accounting, consulting, legal, advisory) preferred.
• Strong proficiency in HubSpot and Google Analytics.
• Strong Excel skills and working knowledge of data visualization platforms, specifically PowerBI.
• Familiarity with SEO, GEO, paid search, digital advertising metrics, LinkedIn engagement, and email performance reporting.

Why Join Centri?

• Work in a modern, entrepreneurial professional services firm
• Be part of a collaborative, people-first culture
• Have direct exposure to senior leadership
• Influence real growth decisions
• Grow your career in a firm that values innovation and forward thinking

At Centri, marketing is not a support function — it is a growth driver. This role plays a key part in shaping how we scale.

What Success Looks Like

Success in this role means delivering accurate and insightful reporting that drives smarter marketing decisions, improves visibility into campaign ROI and audience development, strengthens alignment between marketing activity and firm growth priorities, and provides reliable analytics support for marketing impact and client acquisition efforts.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Travel will be 5% of the time when necessary.